Enterprise Dashboard | HoloBuilder Help Center

How to change your workspace

If you are connected to different HoloBuilder dashboards, you can easily switch your workspace to keep your work neat and separated.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to set up the HoloBuilder Enterprise Dashboard

When you are new to the Enterprise Dashboard there are a few steps that have to be taken in order to create a new Project

Written by Kristina Tenhaft
Updated over a week ago

User Management

Download the full HoloBuilder user directory list as .csv

Easily organize your users in your HoloBuilder dashboard and export a full CSV list for even more options to manage the list.

Written by Anna-Azize Marktscheffel
Updated over a week ago

Permissions & roles in the Enterprise Dashboard

The Enterprise Dashboard is your central point of access to all projects in your company or region and to manage all user access.

Written by Kristina Tenhaft
Updated over a week ago

How to invite collaborators to the company dashboard

Invite collaborators to the company dashboard to grant them the right to view, edit and manage company projects.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to make a user an Enterprise Admin

Learn more on how to make a company member an Enterprise Admin in the HoloBuilder Dashboard.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to remove a user from the Enterprise Dashboard

Learn how to remove a user from the Dashboard when he is not working in your company any longer.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to make use of the bulk invite in the Company Dashboard

Learn how to invite many people at once to your Dashboard by sending out bulk invites per user role.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to add a group of collaborators from one project to another existing project

Learn more about how to add a full team from one project to another already existing project in a few clicks.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to invite collaborators to a project on project level in the Enterprise Dashboard

Invite new contributors directly to your HoloBuilder project to grant access on three different levels.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to remove a user from a project in the Enterprise Dashboard

Learn more on how you can remove a user from a specific project in your Enterprise Dashboard

Written by Anna-Azize Marktscheffel
Updated over a week ago

Project Management

How to modify the project details in the Dashboard

Learn more about changing the project details in your Enterprise Dashboard to adjust, e.g., the project visibilty, name or assigned PM.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to create a new project in the HoloBuilder Enterprise Dashboard

Learn how to set up new projects in the Enterprise project and assign to existing groups

Written by Anna-Azize Marktscheffel
Updated over a week ago

Creating a new Project with an existing member Group

You can automatically invite complete collaborator groups from other projects to a newly created project or even existing projects.

Written by Anna-Azize Marktscheffel
Updated over a week ago

Project lists – view, search & organize

In the Projects tab you can get an overview of all projects you have any access permission to that are active or already archived.

Written by Anna-Azize Marktscheffel
Updated over a week ago

Download Project overview as .csv

With the .csv download button, it is possible to download an overview of all your projects in the Enterprise Dashboard as a .csv file.

Written by Kristina Tenhaft
Updated over a week ago

Transferring existing users & projects to your Enterprise Account

Read up on importing users & projects to your Enterprise account when setting up your account.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to delete a project from your dashboard

Learn how to remove a project permanently from your HoloBuilder account if you do not wish to keep it in your archive anymore.

Written by Anna-Azize Marktscheffel
Updated over a week ago

Group Management

Managing Groups in the Enterprise Dashboard

The Enterprise Dashboard now allows for a more flexible management of user groups, including multiple Group and Project managers

Written by Kristina Tenhaft
Updated over a week ago

Download a Group overview as .csv

You can download a .csv file from the Dashboard for offline documentation or to share with stakeholders who don't have access to HoloBuilder

Written by Kristina Tenhaft
Updated over a week ago

How to change the assigned area for a group

Change the assigned area of one of your groups as an Enterprise Admin to allow for more projects to be created.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to delete a Group in the Enterprise Dashboard

Learn more on how to delete a group in your Enterprise Dashboard while still assuring correct access to all projects.

Written by Anna-Azize Marktscheffel
Updated over a week ago

Company-Wide Settings & special features

Company branding in the Enterprise Dashboard

Configure your company branding including your logo and company URL in the dashboard to be added automatically to all your company projects.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to enable 2D Photo capturing for all or only individual projects

Find out how you can activate and manage the 2D Photo feature for all your work or individually for specific projects in your dashboard.

Written by Anna-Azize Marktscheffel
Updated over a week ago

Company-wide category templates for in-project categorization

With the category template builder, it is possible to create sets of categories to simplify the tagging process for your company projects.

Written by Kristina Tenhaft
Updated over a week ago

How to activate integrations for your account in the Dashboard

Activate HoloBuilder Integrations for your HoloBuilder personal HoloBuilder account in the Enterprise Dashboard.

Written by Anna-Azize Marktscheffel
Updated over a week ago

HoloBuilder SSO (Single-Sign-On) Company Option

SSO allows company members to sign in to HoloBuilder via their well-known company login website, using their usual credentials.

Written by Kristina Tenhaft
Updated over a week ago

Logging in to HoloBuilder with your company SSO

If you have SSO enabled for your HoloBuilder dashboard, you will need to log in with your personal company details.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to get custom URLs for your HoloBuilder Company Account

Learn how to enable a custom URL which contains your companie's name for your HoloBuilder Enterprise Dashboard

Written by Anna-Azize Marktscheffel
Updated over a week ago

Archiving & Downloading of a project

How to archive a project in the Dashboard

Learn how to archive your old projects with a few simple clicks via the Enterprise Dashboard.

Written by Anna-Azize Marktscheffel
Updated over a week ago

How to unarchive a project in the Dashboard

Find out how to unarchive one of your archived company projects in the HoloBuilder Enterprise Dashboard.

Written by Anna-Azize Marktscheffel
Updated over a week ago

JobSite Analytics

HoloBuilder JobSite Analytics

You can get better insights into how your projects develop and track the overall development of your projects.

Written by Kristina Tenhaft
Updated over a week ago